With over thirty-seven years of experience with Wells Fargo Advisors and its predecessor firms in Greensboro, I enjoy partnering with clients to build, manage, protect and transition their wealth. I have a comprehensive investment management practice focused on asset allocation and risk management strategies including trust, estate and legacy planning strategies coordinating with clients and their other advisors. I do this by listening to my clients to fully understand and appreciate their unique financial situations and priorities. My ultimate goal is to create long term relationships with clients and to treat them as I want members of my own family treated. I have thoroughly enjoyed working with many loyal families and businesses for decades, advising on transition strategies from asset accumulation for retirement, to income distribution solutions through retirement, to transgenerational wealth transfer. 


I'm originally from Central Pennsylvania and have lived in Greensboro for over 37 years with my wife Terri, and our family of five children. Over the years I've been actively involved in the local community having served on many local boards to include the American Heart Association, Green Valley Park, YWCA Endowment, The Girl Scouts Endowment, Music for a Great Space Chamber Music Series, Queens University of Charlotte Parents Council and several school capital campaigns. I've also enjoyed coaching many youth sports throughout the years. Outside of the office I enjoy DIY projects, woodworking, saltwater and fly fishing, and most of all spending time with family and friends.